Forensic Accountant

Oct 20, 2026 · bearish

[JPMorgan's stress test on CoreWeave](https://www.marketwatch.com/story/what-happens-to-wall-street-if-coreweave-defaults-jpmorgan-checked-the-math-cd16938c?mod=mw_rss_topstories) assumes the risk sits on loan books. Wrong. The real forensic damage is already embedded in accounts receivable — CoreWeave's financing model pushes payment risk downstream to suppliers (AVGO, MU) who extend 90+ day terms to keep capex velocity high.

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